Create global filter from single/multiple data source to multiple data sources on dashboard.

0 votes

How to create global filter from a data source to multiple data sources on dashboard?

Mar 11, 2019 in Tableau by Sindhu
273 views

1 answer to this question.

0 votes

Hi Sindhu,

You can use filters from worksheets in other sheets, dashboard and story.

In a dashboard , select a sheet to use as a filter. The filter for the sheet is applied to other sheets in the dashboard by making it global by following the below steps.

Else the filter does not effect the other sheets in the dashboard. 

1.Once you create a filter in a worksheet. Right click on the filtered field and go to Apply on worksheets drop down.

2. These 4 options define the scope of the filter to be applied similar to programming languages.

3. When you want the filter applied to be global filter then select All Using this data source, then the filter is applied to all worksheets with same data source ( like public 0 or select selected worksheets to apply the filter).

Note: The same procedure above is followed for single or multiple data sources i.e select the scope of the sheet to apply filters in a dashboard.

Hope this helps you.

answered Mar 11, 2019 by Cherukuri
• 32,490 points
H

the actions above only help you filter out the data that comes from the same datasource. lets say in a dashbaord you have multiple sheets from different sources, how would you apply a date filter to all the data in the dashbaord? the action above dosent fit this requirement. Can you help?

Hi, @Evan,

To apply a filter to all worksheets using the current primary data source:

  • On the Filters shelf, right-click the field and select Apply to Worksheets > All Using This Data Source.

Filters that use this option are global across the workbook.

Filters that apply to all worksheets are marked with a data source icon. The filter is automatically created on any new worksheets you create after you drag a field to the view.

Any changes you make to the filter affects all of those worksheets.

You can go through this https://help.tableau.com/current/pro/desktop/en-us/filtering_global.htm for a wider vie view on that.

Hello @Evan,

Did you notice the note she has mentioned above in the first answer box!

Note: The same procedure above is followed for single or multiple data sources i.e select the scope of the sheet to apply filters in a dashboard.

I think you should go through that once.

Related Questions In Tableau

0 votes
1 answer

How to create a single calculated field from multiple column filtering?

Try with this calculated field: ( ...READ MORE

answered Jul 6, 2018 in Tableau by Atul
• 5,540 points
149 views
0 votes
1 answer

How to create a global filter

Assuming you have created a dashboard already, ...READ MORE

answered Apr 12, 2018 in Tableau by QueenBee
• 1,820 points
194 views
0 votes
1 answer

How to create a filter based on date range?

You can use this code snippet in ...READ MORE

answered Aug 7, 2018 in Tableau by Nitish
• 630 points
200 views
0 votes
1 answer

How to display days data based on date selected in the filter by the user.

You can create a parameter for dates. Select data ...READ MORE

answered Aug 14, 2018 in Tableau by AwesomeSauce
• 860 points
284 views
+1 vote
1 answer
0 votes
1 answer

Is it possible to apply filter just to one of the measures

Hey @Ghost, Why don't you use Level of Detail ...READ MORE

answered Apr 17, 2018 in Tableau by Atul
• 10,240 points
93 views
0 votes
1 answer

Getting incorrect tooltip while toggling through quick filter

I think what you want to ask ...READ MORE

answered Jun 26, 2018 in Tableau by Atul
• 5,540 points
107 views
0 votes
1 answer

How to automatically redirect and open a URL action in dashboard?

Hi, You can use url to provide search ...READ MORE

answered Mar 12, 2019 in Tableau by Cherukuri
• 32,490 points
285 views
0 votes
1 answer

create filter from multiple data sources

Hi Nithin, 1. You can perform full outer ...READ MORE

answered Mar 13, 2019 in Tableau by Cherukuri
• 32,490 points
56 views
0 votes
1 answer

How to get past N months date from data source?

Hi, this is a one solution to your ...READ MORE

answered Mar 1, 2019 in Tableau by Cherukuri
• 32,490 points
141 views